2026 Q3 Portfolio Activity
In 2026 Q3, Eiger Wealth Management, LLC maintained a portfolio of 16 distinct positions.
Position History
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Total Positions
16
Quarter
2026 Q3
Top Holding
SCHX (23.3%)
Top 10 Concentration
83.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Eiger Wealth Management, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
Schwab US Large...
|
ETF | 23.33% | — |
#1
Prev: #—
|
9.5 |
—
|
32,710 | — |
NEW
|
32,710 | $880,220 |
$30.00
-1.0%
|
2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | ||
|
QUAL
iShares MSCI US...
|
ETF | 10.22% | — |
#2
Prev: #—
|
9.0 |
—
|
1,941 | — |
NEW
|
1,941 | $385,431 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 8.49% | — |
#3
Prev: #—
|
7.9 |
—
|
470 | — |
NEW
|
470 | $320,262 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
N/A
IRULYA THERAPEU...
|
|
Unknown | 8.36% | — |
#4
Prev: #—
|
7.3 |
—
|
94,201 | — |
NEW
|
94,201 | $315,573 | — | 13F Filing | 2026-09-30 | 2026-11-03 | ||
|
IMNM
Immunome Inc
|
Healthcare | 7.77% | — |
#5
Prev: #—
|
7.1 |
—
|
13,647 | — |
NEW
|
13,647 | $293,138 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VUG
Vanguard Growth...
|
ETF | 6.65% | — |
#6
Prev: #—
|
6.2 |
—
|
514 | — |
NEW
|
514 | $250,760 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 5.68% | — |
#7
Prev: #—
|
5.8 |
—
|
928 | — |
NEW
|
928 | $214,201 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
BXSL
Blackstone Secu...
|
Financial Services | 5.33% | — |
#8
Prev: #—
|
5.6 |
—
|
7,641 | — |
NEW
|
7,641 | $201,188 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
GNT
GAMCO Natural R...
|
Financial Services | 4.39% | — |
#9
Prev: #—
|
5.3 |
—
|
22,212 | — |
NEW
|
22,212 | $165,479 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
GGN
GAMCO Global Go...
|
Financial Services | 3.67% | — |
#10
Prev: #—
|
5.0 |
—
|
26,803 | — |
NEW
|
26,803 | $138,303 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FSCO
FS Credit Oppor...
|
Financial Services | 3.55% | — |
#11
Prev: #—
|
4.9 |
—
|
21,285 | — |
NEW
|
21,285 | $134,096 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
EDD
Morgan Stanley ...
|
Financial Services | 3.38% | — |
#12
Prev: #—
|
4.9 |
—
|
23,510 | — |
NEW
|
23,510 | $127,659 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
TEI
Templeton Emerg...
|
Financial Services | 3.16% | — |
#13
Prev: #—
|
4.8 |
—
|
18,500 | — |
NEW
|
18,500 | $119,325 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
ZNTL
Zentalis Pharma...
|
Healthcare | 3.08% | — |
#14
Prev: #—
|
4.7 |
—
|
86,017 | — |
NEW
|
86,017 | $116,123 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
SABA
Saba Capital In...
|
Financial Services | 2.68% | — |
#15
Prev: #—
|
4.6 |
—
|
12,250 | — |
NEW
|
12,250 | $101,063 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FATE
Fate Therapeuti...
|
Healthcare | 0.26% | — |
#16
Prev: #—
|
3.6 |
—
|
10,000 | — |
NEW
|
10,000 | $9,826 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 |
Showing 1-16 of 16 holdings